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Am I giving my children the best?

And my parents? How will it affect my life?

When you’re having to look after children and ageing parents, how can you make sure you give them the financial, practical and emotional support they need, while still taking care of yourself? Businessman, Mason Lee, shares his thoughts.

How can people keep their children and parents financially secure?

“When it comes to financial planning, we try to set aside enough money to secure the basic needs of our life, which includes our children and parents.”

Mason Lee

International Director, Xiehe Education Group

When it comes to your children, where do you focus your finances?

“I think the best investment is education; both financially and spiritually. The rewards are great.”

Together we can find an answer

Plan now for the future

When you want to improve the lives of others, whether that’s your children, your parents, or both, you need to make sure your finances can take the weight, so you can still achieve your own personal goals too.

Wealth planning

We believe that planning for your future is about more than growing your capital. It’s also about protecting what you have (and making sure it’s well managed). Our advisors can help you on the road ahead, so you can keep supporting the people who mean the most.

The value of investments can go down as well as up. Your capital and income is at risk.

Your view

When planning your whole family’s wellbeing, which is true for you?

Poll Form

I have the time, energy and finances to take care of my children, my parents, and still have enough left for what’s important to me too

Supporting my family means that for now, some of the things I want to do in life are on hold

Being the “sandwich generation”

Are you the financial filler among your children and parents?

About one-in-seven middle-aged adults (15%) provides financial support to both a parent and a child. With an ageing population and a generation of young adults struggling to achieve financial independence, this is a growing burden.

Sandwich generation: happiness versus busyness

And when it comes to family finances, what about succession?

You might need to prepare for inheriting the family estate or business from a parent, or passing it on to your children. Whichever it is, asking the right questions about succession will help find ways to keep your family’s finances secure for generations to come.

A snapshot of estate taxes in various key wealth hubs around the world

There’s light on the horizon

When you manage your money the right way, it can open up more opportunities in the future. Especially when it’s about achieving not just your own goals, but also providing for your children, your parents, and perhaps even giving back to society too.

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Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA. UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA